With such a wide range of uses, it’s a good idea to focus your change order form on exactly what is relevant to you and your clients. Make it friendly, show off your personality, and give it your own design–there is no replacement for a good customer relationship.

A well-planned form helps to cut out the guesswork of changing orders, and once you’ve made it, you can apply it whenever you need to.

It’s the 21st century, so nobody should be wasting time sifting through emails just to copy and paste data from one place to another.

Integrate your form with a CRM such as Salesforce to keep records of all your contractual changes. Need someone to check costs for every change order form? Set up an automation that pings a task to your finance team’s Asana board. It’s as easy as that.